How To Use “CC Roles” in Forms

CCing Roles is the easiest way to automatically send parties, that do not participate in signing the document a completed copy. The sender and all signers will automatically receive a finished copy of the document, but the CC feature enables other parties such as colleagues or clients to receive a copy of the document without participating in the request.

When a Person is CC’ed onto a signature request, they only receive notifications when the document is completed. The recipient receives an email including a list of signers, completed document, and even an audit trail. In forms, roles are set instead of actual email addresses. These roles are the generic people that will receive a copy of the document.